Get Contact Details

SalesforceIQ is a customer relationship management tool that integrates with your email accounts and mobile applications to provide effective solutions. This activity lets you retrieve the details of a specific contact from your SalesforceIQ account. To do this, add this activity to your canvas and configure it. Select the appropriate connection for SalesforceIQ from the drop-down list. If you haven’t created a connection yet, select ‘Add New’ to create one.

Field data

Contact ID (Optional): Select/specify the name/ID of the contact of which you wish to retrieve the details. Clicking the ‘Refresh’ icon will fetch the list of all contacts—based on the connection selected—and display it in the drop-down list.

In case there are too many contacts, you can search the required one by its name/ID. Alternatively, you can manually enter the name/ID of the contact of which you wish to retrieve the details or use the output of the previous activity as an input for this field.

Once you have entered the details, click on 'Done' and 'Run' the flow. This will retrieve the details of the specified contact from your SalesforceIQ account.